Alex Sacerdote

Founder and Portfolio Manager of Whale Rock Capital Management, a growth-investing firm built around tracking technology adoption S-curves, competitive moats, and underappreciated earnings power across two decades of platform shifts — mobile, cloud, e-commerce, and now AI.

In the wiki

• Alex Sacerdote on S-Curves, the AI Boom, and Finding Technology Winners — Invest Like the Best, 9 June 2026: how Whale Rock built conviction in Anthropic, why enterprise AI adoption looks like an ‘L-curve’ rather than a normal S-curve, and why the firm exited most of its enterprise software holdings.

See also

• Patrick O'Shaughnessy — host of Invest Like the Best.